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Full Description
Do more in less time!This book's packed with intensely useful Project 2013 knowledge, tips, and shortcuts you just won't find anywhere else. It's the fastest, best way to master every phase of project management with Project 2013: initiation, planning, scheduling, resource assignments, tracking, revision, completion, and more. You'll get comfortable with Project 2013's most valuable new features...master powerful new cloud-based tools for running your projects...even learn to manage complex project portfolios for your entire organization!* Discover what's new in Project 2013 and get started with new projects fast* Apply project management best practices through Project 2013* Initiate, plan, and organize projects to maximize your odds of success* Create realistic schedules for your project and all your team members* Define task logic to intelligently link sequences of activities* Identify and eliminate bottlenecks before they interfere with your project* Use Project's automated scheduling engine to optimize efficiency* Review and tweak your schedule using views, tables, filters, and groups* Track your project's progress and analyze your performance to date* Adjust resources, tasks, and schedules to reflect project changes* Officially close your project, and evaluate it via Lessons Learned analyses or Earned Value tracking* Tailor Project 2013 to your individual and organizational needs* Leverage Project 2013's powerful cloud-based collaboration features* Customize reports, including Project 2013's advanced Visual Reports* Work with multiple projects at once and resolve complex resource allocation problems* Integrate Project 2013 with other Microsoft Office and third-party applications All In Depth books offer* Comprehensive coverage with detailed solutions* Troubleshooting help for tough problems you can't fix on your own* Outstanding authors recognized worldwide for their expertise and teaching styleLearning, reference, problem-solving...the only Project 2013 book you need!
Contents
I Getting Started with MicrosoftProject 20131 Power of Microsoft Project2013 1Essentials of Project Management 1Projects Are Temporary 3Project Objectives Are Specific and Measurable 3Projects Are Constrained by Time, Cost, Scope, and Quality 3What Project Can Do for You 5Enterprise Versus Standard Thinking 7Desktop Tools: Project Standard and Project Professional 7What's New in Project 2013 8Reports 8Consultants' Tips 11Go Ahead and Ignore ProjectManagement If It Suits Your Role 11Communicate 11Define Project Roles 11Define Project Deliverables Prior to Building the Schedule 12Define the Project Goal 12Create the Work Breakdown Structure 12Communicate the Schedule to Your Project Team 12Acquire Commitment from the Project Team 13Track Your Project Performance During Execution 13Close Your Project and Retain History 132 Microsoft Project QuickStart 15Five Process Groups for Projects 16Initiating Process Group 16Planning Process Group 17Executing Process Group 17Monitoring and Controlling Process Group 17Closing Process Group 18Navigating Project 18Introducing the Gantt Chart View 21Scrolling, Selecting, and Entering Data Fields 23Exploring the Look and Feel of Project 23Exploring the Project Window 24Project's Help Feature 25Using Team Planner to Start Managing Resources Quickly 26Define Project Scope 27Build and Decompose the WBS 28Create a Project Schedule Using Microsoft Project 30Use Project Schedule Templates or Create a New Project 31Set Project Attributes 32Build Your Project Schedule Using the WBS 35Enter or Adjust Summary Tasks and Subtasks 36Create Milestones 37Set Deadlines 38Create Task Dependency Relationships 39Create Your Team and Assign Resources 41How Duration, Work, and Resource Units Affect Your Project Schedule 44Enter Estimates 45Review the Schedule for Overallocation or Other Potential Issues 46Inactivating Tasks 47Baseline Your Schedule 48Track Your Project 49Obtain Project Status 49Enter Your Tracking Data 50Analyze Your Status 53Close Your Project 54Consultants' Tips 55Formulas That Affect Your Schedule 55Create a WBS 5580/20 Rule 56Project Is a Tracking Tool 56Always Baseline! 56Split Window and Views 563 Microsoft Project and the Project Management Domain 57History of Project Management 57Exploring Project Management Industry Standards 58Project Management Body of Knowledge (PMBOK) 58PRINCE2 61WBS, Phases and Control Points, Methodologies, and Life Cycles 63Work Breakdown Structure (WBS) 63Managerial Control 64Using Microsoft Project with Methodologies and Life Cycles 65Waterfall Development Process 66Iterative Development 66Research Project 69Accommodating Teaming Styles 69Consultants' Tips 70Determine the Approach to Use in Managing Your Project 70Use WBS as a First Step in Project Definition 70Use the 5x9 Checklist for Planning 70II Organizing for Success-ProjectInitiation and Planning4 Getting Started After the Business Initiative Is Approved 71Organizing Projects for Success 71Define Measure of Success 72Clarify Constraints and Boundaries 73Define the Final Deliverables 74Establish Change Control Process 75Work Breakdown Structure 76Work Breakdown Structure Concepts 76WBS and Scheduling 78Use of Templates 80WBS Numbering 80Creating Custom WBS Codes 82Inserting, Deleting, and Moving Tasks with Custom WBS Codes 84Editing Custom WBS Codes 84Renumbering the Custom WBS Codes 86Scope Control and Change Control 87Consultants' Tips 87Understanding a Work Breakdown Structure 87Define the Full Scope of Your Project 87Build WBS First 88Define Project Work Packages 885 Setting Up Project for Your Use 89Setting the Task Mode 89Setting the Task Mode 89Understanding the Task Mode 91Defining Project Information 91Understanding the Project Information Dialog Box 92Defining Project Properties 97Defining Calendars 101Calendar Hierarchy 102Modifying and Defining Base Calendars 102Setting Project and Resources Calendar 108Defining Custom Fields 112Custom Fields Concept 112Defining Custom Fields 114Defining Environment Options 115Defining Project Standards 116Consultants' Tips 1306 Creating Your ProjectSchedule 131Entering Project Tasks 131Entering Tasks Using the Gantt Chart View 132Creating Task Names 139Entering Task Durations 141Editing Tasks Using the Task Information Dialog Box 146Manipulating the Task List 148Displaying Long Task Names 148Adjusting the Height of Task Rows 149Undoing Changes in the Task List 150Inserting, Deleting, and Clearing 151Copying, Cutting, and Moving Tasks 152Using the Fill Command 153Defining Summary Tasks and Subtasks 154Understanding Duration of Summary Tasks 155Indenting and Outdenting Tasks 155Collapsing and Expanding the Outline 157Editing Outlined Projects 158Selecting the Display Options for Outlining 158Using Rollup Taskbars 159Defining Milestones 160Attaching Notes to Tasks 162Typing and Formatting Notes 163Inserting Hyperlinks in Notes 164Inserting Objects in Notes 165Attaching Notes to the Overall Project 167Attaching Hyperlinks to Tasks 168Attaching Hyperlinks to Existing Files or Web Pages 168Attaching Hyperlinks to New Files 170Attaching Hyperlinks to Tasks or Resources in the Same Project 170Using Hyperlinks to Create Email Messages 171Editing and Deleting Hyperlinks 171Placing Hyperlinks in the Custom Text Fields 171Defining Recurring Tasks 172Creating Recurring Tasks 172Editing Recurring Tasks 175Creating WBS Codes 176Using Other Views to Create Tasks 176Using the Task Entry View 177Using the Task Sheet View 178Using the Timeline View 179Consultants' Tips 1827 Defining Task Logic 183Manipulating Your Schedule 185Using the Multiple Undo and Redo Feature 185Using Change Highlighting to View Changes 185Linking Tasks 186Understanding Task Relationships 187Defining Dependency Links 187Defining the Types of Dependency Link Relationships 189Using the Finish-to-Start Relationship 190Using the Start-to-Start Relationship 190Using the Finish-to-Finish Relationship 191Using the Start-to-Finish Relationship 192Choosing the Dependent Tasks 193Allowing for Delays and Overlaps 194Entering Leads and Lags 195Linking Summary Tasks 196Creating Links by Using the Menu or Toolbar 197Creating Links by Using the Task Information Dialog Box 198Creating Links by Using the Task Form View 199Creating Links by Using the Entry Table 201Creating Links by Using the Mouse 203Working with Automatic Linking Options 205Modifying, Reviewing, and Removing Dependency Links 206Auditing Task Links 207Using the Task Inspector 209Using Task Path 210Defining Constraints 211Understanding Types of Constraints 212Entering Task Constraints 216Creating Constraints in the Task Information Dialog Box 216Creating Constraints in a Task Table 218Creating Constraints in the Task Details Form 219Responding to Warnings from the Planning Wizard 220Deciding to Honor Links or Honor Constraints 221Finding and Reviewing Tasks That Have Constraints 224Removing Task Constraints 225Resolving Conflicts Caused by Constraints 225Creating a Modified Constraint Dates Table 226Performing Advanced Actions on Tasks 227Entering Deadline Dates 227Filtering for Missed Deadline Dates 229Splitting Tasks 229Consultants' Tips 232The Deadline Feature 232Scheduling Logic 232Deadlines Versus Sponsor Schizophrenia 232Connecting Tasks with the Mouse 233Showing Detail in the Gantt Chart 2338 Defining Project Resources 235Understanding How Project Uses Resources and Costs 235Cost Resources 237Defining Resources and Resource Information 237Understanding Resource Types 238Understanding Budget Resources 238Distinguishing Single and Group Resources 238Using Generic Resources for Common Skills 239Using the Resource Sheet View 239Defining Resource Information Using the Resource Information Dialog Box 241Using the Resource Fields to Define Resource Details 242Using the Resource ID Field 242Interpreting the Indicator Field 243Specifying Resource Names Using the Name Field 243Using Resource Type to Categorize Resources 243Using the Material Label to Specify Units of Resource Measure 244Using the Initials Column to Shorten Resource Names 244Using the Group Field to Categorize Resources 245Using the Max Units and Resource Availability Table to Specify Resource Availability 246Selecting Resource Calendar to Specify Resource Base Availability 249Specifying the Resource Working Time 249Defining Resource Costs 252Applying the Standard Rate to a Resource 252Applying the Overtime Rate to a Resource 253Applying the Cost Per Use to a Resource 254Understanding the Cost Rate Tables 254Selecting the Cost Accrual Type 256Using the Task Form View to Add Additional Resources 256Understanding Resource Constraints 257Working with Resources 258Setting the Automatically Add New Resources and Tasks Option 258Sorting Resources 259Grouping Resources 263Filtering Resources 264Consultants' Tips 2679 Understanding Work FormulaBasics 269Understanding Task Levels 269Work, Duration, and Units 270Tasks with Multiple Assignments 271Understanding Resource and Task Assignments 272Reviewing the Essential Components of Work Resource Assignments 272Understanding the Resource Assignment Fields 273Assigning a Resource to a Task 274Understanding the Assignment Units Field 274Assigning the Work 277Assigning the Duration 278Understanding the Work Formula 278Applying the Work Formula in New Assignments 279Applying the Work Formula in Changes to Existing Assignments 288Selecting Task Settings 289Setting the Task Type 291Schedule Modifiers That Affect the Complexity of the Scheduling Engine 292Task Mode 293Project Scheduling the Resource Assignment to Start When the Task Starts 293Splitting Task Assignments 293Scheduled Delay Effects 293Leveling Delay Effects 294Work Contour Effects 294Resource Availability Effects 295Calendar Effects 296Effort-Driven Task Effects 296Effects of Using Driver Resources 297Consultants' Tips 29780/20: Using Task Modes 297Work Formula Factors 29880/20: Using Task Types 29880/20: Using Effort-Driven Task Types 298The Difference Between Calendar Duration and Actual Assignment Duration 29910 Scheduling Single and MultipleResource Assignments 301Mechanisms: Methods for Adding Resources 302Adding Resources Using the Assign Resources Dialog Box 302Adding Resources by Using Drag-and-Drop 303Assigning Resources with the Team Planner View 304Assigning Resources with the Task Entry View 305Assigning Resources Using the Task Information Dialog Box 306Assigning Resources with the Task Table 308Creation: Assigning a Single Resource 309Assigning a Resource Using the Assign Resources Dialog Box 310Creation: Assigning Multiple Resources 312Calculating Task Duration with Multiple Resources 312Understanding Effort-Driven Tasks 313Understanding the Driver Resource Concept 317Maintenance: Modifying Existing Resource Assignments 320Modifying Resource Assignments 321Entering the Assignment Values 322Assigning Resources with the Task Usage View 325Modifying Work Schedules with the Task Usage View 326Using the Assignment Information Dialog Box 329Scheduling a Late Start for an Assignment 330Splitting a Task Assignment 333Removing Resource Assignments from One or More Tasks 333Replacing a Resource on an Assignment 335How-To's: Modifying Resource Assignments 336Graphing Resource Availability 336Scheduling Resources for a Specific Amount of Work 339Contouring Resource Usage 339Selecting a Predefined Contour Using the Assignment Information Dialog Box 344Using Overtime to Shorten Duration 345Selecting a Cost Rate Table for an Assignment 348Assigning Fixed Costs and Fixed Contract Fees 349Scheduling with Task Calendars 351Adding Delay to an Assignment 353Consultants' Tips 355Make Judicious Use of the Team Planner and Manually Scheduled Tasks 35580/20: Use the Task Entry View for Resource Entry and Modifying Assignments 356Depth: Calculation of the Default Units Value Used When Assigning a Resource 356Config: Turn Off Automatic Resource Creation 356Forward-Scheduling Versus Backward-Scheduling 35611 Using Standard Views, Tables, Filters, and Groups to Review Your Schedule 357What Can I View Using Microsoft Project? 357Viewing Strategies 359Strategies on Using Views 359Strategies for Using Tables 362Understanding Standard Views 366Calendar View 367Gantt Chart Views 369Team Planner View 373Network Diagram View 375Descriptive Network Diagram Views 376Task Usage View 377Tracking Gantt View 378Resource Graph View 378Resource Sheet View 380Resource Usage View 380Bar Rollup View 381Milestone and Milestone Date Rollup Views 382Relationship Diagram View 383Resource Allocation View 384Resource and Resource Name Form Views 384Task, Task Detail, and Task Name Form Views 386Task Entry View 387Task Sheet View 388Understanding Standard Tables 389Task Tables 389Resource Tables 391Understanding Filtering and Grouping 393Exploring Filters in Microsoft Project 393Exploring Standard Groups 398Combining Views, Tables, Filters, and Groups to Review Project Schedule Details 401Does My Schedule Contain the Needed Milestones? 401Do I Know My Critical Path? 403Are My Tasks Linked? 405Does My Schedule Contain Constraints? 406Are All Needed Task Details Included? 407Making Sure There Is Flexibility in the Schedule 407Are My Resources Overallocated? 407Is My Schedule Baselined? 408How Do I Communicate the Tasks? 408How Do I Present My Project Schedule to the Project Sponsors? 409Consultants' Tips 410Stop Expecting Your Resources and Sponsors to Look at the Same Views You Do 410Use the Team Planner When Resource Planning Is Your Main Goal 410Keep It Simple 410Easy Way to Not Accidentally Type in Actuals When Using Resource or Task Usage Views 41012 Performing a Schedule RealityCheck 411Auditing the Schedule for Reasonableness 411Looking for Logic Errors 412Schedule Estimation Methods 413Looking for Technique Errors 414Reviewing the Big Picture: Critical Path Analysis 417What Is My Current Critical Path? 418How Can I Reduce the Duration of My Critical Path? 419Strategies for Crashing the Schedule 420Strategies for Fast Tracking the Schedule 420Reviewing the Project-Level Statistics 421Methods of Examining Your Schedule 422Strategies for Analyzing Costs 423Reviewing the Cost Table 423Reducing the Cost of Work 424Finalizing the Schedule 424Baselining the Schedule 425Saving Your Project Baseline 425Consultants' Tips 428Are You a Pessimistic or an Optimistic Estimator? 428Schedule Problems Checklist 428Avoiding the "While You Are Here" Syndrome 430Deleting Baselined Tasks 430III Project Execution Through Completion13 Tracking Your Project Progress 431Overview of Tracking 431Working with Project Baselines 432Viewing Baselines 433Using Usage Views to Show Time-Phased Details 434Tracking Your Project's Performance and Costs 436Understanding Fields Used in Updating the Project Schedule 436Entering Tracking Information at the Task Level 438Editing the Task Actual Start Date 440Editing the Task Actual Finish Date 440Editing Task % Complete (Percentage Complete) 441Editing Task Actual Duration 442Editing Task Remaining Duration 442Editing Task Actual Work 443Editing Task % Work Complete 443Editing Task Remaining Work 443Editing Task Time-Phased Actual Work 444Entering Tracking Information at the Assignment Level 444Editing Assignment Actual Start 445Editing Assignment Actual Finish 445Editing Assignment Actual Work 446Editing Assignment % Work Complete 446Editing Assignment Remaining Work 446Editing Assignment Time-Phased Work 447Understanding the Calculation Options That Affect Tracking 447Using the Updating Task Status UpdatesResource Status Option 449Using the Actual Costs Are Always Calculated by Project Option 450Using the Edits to Total Task Percentage Complete Will Be Spread to the Status Date Option 452Options to Reschedule Parts of Partially Completed Tasks 453Using Microsoft Project's Facilities for Updating Tasks 455General Shortcuts 455Update Tasks Form 455Update Project Form 456Consultants' Tips 458Always Keep the Original Baseline 458Regular Statusing of Team Assignments 45814 Analyzing Performance 459Reviewing the Current Status of a Project 460Reviewing the Status Via the Current Schedule 460Reviewing the Status Via the Project Plan 465Analyzing Performance with Earned Value Analysis 474Understanding Earned Value Measurements 475Controlling the Calculation of Earned Value 485Summary of Using Earned Value Analysis in Project 487Earned Value Report 489Using Analysis Views and Reports 490Analysis Views 491Analysis Reports 494Analyzing the Critical Path 495Consultants' Tips 495Project Performance Analysis Prerequisites 495Project Performance Analysis Areas 496Project Performance Analysis Options 49615 Using Reports for Tracking andControl 497Using Reports 497Reports and the Iron Triangle 499Using Reports for the Project Sponsor 508Using Visual Reports 510Using Visual Reports for Project Analysis 512Using Visual Reports for the Project Sponsor 517Using Visual Reports for the Project Team 523Consultants' Tips 524When to Use Reports 524When to Use Visual Reports 525Customize the Out-of-the-Box Reports for Your Project Needs 52516 Revising the Schedule 527When Things Don't Go According to Plan 527Critical Path Changes 528What Can Go Wrong 529Prevention and Avoidance 530When Recovery Is the Only Option 530Reducing Project Scope 531Reducing Project Cost 532Reducing Scheduled Duration 532Rebaselining Strategies 534Consultants' Tips 534Regularly Review Your Project Schedule 534Perform Risk Management and Contingency Planning 534Make Your Project Estimates as Realistic as Possible 53417 Closing the Project 535Project Close Process Group 536Closing the Contractual Agreement 536Implementing Project Close Custom Fields 538Performing Final Reporting 539Cost Overruns Report 540Additional Out-of-the-Box Closing Reports 540Performing a Project Retrospective: Lessons Learned 542Archiving Your Schedule 543Celebrating Your Project Results 546Consultants' Tips 546IV Tailoring Microsoft Office Project 2013 to Your Needs18 Managing Project Files Locally and in the Cloud 549Saving and Protecting Project Files 550Working with the Organizer and the Global File 550Designating the Default Save Location and Format 550Version Compatibility 552Saving a File 552Your Account 555Providing Security for Saved Files 555Saving the Workspace 558Project Safe Mode 558Creating and Using Project Templates 559Creating a New Project Template 559Modifying Existing Template Files 561Opening a Template File to Create a New Project 561Working with the Organizer and the Global File 562Global.mpt File 565Manipulating Objects Using the Organizer 565Consultants' Tips 568Global.mpt 568Using the Organizer 568Protecting Your Project Files When Sharing 568Basic Steps for Starting a Project 568Use Templates and Keep Them Simple 56819 Formatting Views 569Sorting the Tasks or Resources in a View 569Selecting the Sort Keys 570Selecting the Sort Operation 571Formatting Text Styles for Categories of Tasks and Resources 571Selecting an Item to Change 572Changing the Style of Text Displays 574Formatting Font for Selected Text 575Formatting Gridlines 575Using the Outline Options 577Formatting Timescales 578Changing Timescale Tiers 579Completing the Timescale Definition 581Changing the Display of Non-Working Time 582Using Page Breaks 583Formatting the Gantt Chart Views 583Formatting the Gantt Chart View Manually 583Using the Gantt Chart Wizard 594Formatting the Calendar View 596Formatting the Timescale for the Calendar 597Selecting Calendar Bar Styles Options 598Setting the Layout Options for the Calendar View 599Formatting the Network Diagram View 600Using the Box Styles Options 600Using Data Templates for Network Diagram Nodes 601Using the Box Options 604Controlling the Network Diagram Layout 604Using the Zoom Command 609Formatting the Task Form and Resource Form Views 609Sorting the Form Views 610Formatting Details of Form Views 610Formatting the Resource Graph View 612Reviewing the Format Options for the Resource Graph View 614Selecting the Details to Display 615Using the Bar Styles Dialog Box 617Formatting the Resource Usage View 619Choosing the Details for the Resource Usage View 619Formatting the Detail Styles in the Resource Usage View 620Formatting the Task Usage View 621Formatting the Task Sheet and Resource Sheet Views 622Consultants' Tips 622Get Familiar with the Default Views First, Then Customize 622Customizing the Gantt Chart View 623Sorting Views 62320 Reports Part I: 2013 Reports 625Understanding the New Reports 625Accessing the Reports 626Common Report Elements 627Dashboards Reports Category 629Resources Reports Category 632Cost Reports Category 634In Progress Reports Category 636Miscellaneous Category Controls 638Customizing Sections of Reports 639Customizing a Text Box or a Shape 639Adding or Customizing a Picture 640Adding or Customizing a Chart 642Adding or Customizing a Table 645Customizing Reports 646Customizing an Existing Report 647Creating Reports 647Creating a New Report Based on an Existing Report 647Designing a New Report 648Using the Common Customization Controls 649Themes 649Choosing the Page Setup Options for a Report 650Saving and Sharing Custom Reports 650Consultants' Tips 651Right Report for the Right Audience 652Avoid Too Much Navel Gazing 65221 Reports Part II: Visual Reports 653Reports Part II: Visual Reports 655Understanding OLAP Cubes for Visual Reports 658Understanding Excel and Visio in Relation to Project 659Using Excel While Working with Visual Reports 659Using Visio While Working with Visual Reports 664Reporting Capabilities 665Customizing Excel Visual Reports 665Customizing Visio Visual Reports 680Creating Visual Reports Using Excel 688Creating Visual Reports Using Visio 692Sharing and Saving Visual Reports 693Saving a Visual Report Template Using Excel 694Saving a Visual Report Template Using Visio 694Saving a Reporting Cube 694Saving a Reporting Database 696Printing a Visual Report 697Consultants' Tips 69780/20: Choose the Right Data Resolution for Your Reporting Goals 697Save Customized Reports as Templates for Later Use 69822 Customization Almost BeyondReason: Views, Tables, Filters,Groups, Fields, Toolbars, and Menus 699Creating and Customizing Tables 700Entering a Table Name 702Adding and Changing the Columns in the Table 702Completing the Definition of the Table 705Changing Table Features from the View Screen 707Creating and Customizing Views 708Entering the Name of the View 711Selecting the Starting Format 711Selecting the Table for the View 712Selecting the Group for the View 713Selecting the Filter for the View 713Displaying the View Name in the Menu 713Saving the View Definition 714Creating a Combination View 714Printing Views 715Preparing Your Screen and Choosing Fundamentals for Your Printed View 716Filtering, Sorting, Grouping, and Enhancing the Display 716Using Page Breaks 717Using the Page Setup Dialog Box 717Previewing the Printed View 726Printing 727Creating and Customizing Filters 729Naming a Filter 730Defining Filter Criteria 730Using More Filter Criterion Tests 733Using Interactive Filters 737Creating Calculated Filters 738Creating Multiple Criteria Filters 739Creating Custom Filters with AutoFilter 740Creating Custom Groups 741Accessing Custom Groups 741Selecting Grouping Fields 742Defining Group Intervals 743Formatting Group Displays 744Saving Custom Groups 745Creating and Customizing Fields 745Accessing the Custom Fields 746Naming Custom Fields 746Creating Calculated Custom Fields 747Controlling Custom Field Behaviors 749Creating Custom Indicator Fields 749Managing Custom Fields 754Organizing Views and Other Custom Elements in Project Files 754Customizing the Ribbon 756Customizing the Quick Access Toolbar 762Customizing the Status Bar 765Consultants' Tips 767Create Views the Right Way 767Name Organizer Objects Appropriately 767Resolve Unexpected View Results 767Know Your Audience When Using Graphical Indicators 767Keep an Excel Configuration Workbook 768Making the Most of the "Ribbon" 768V Microsoft Project 2013 Knowledge In Depth23 Working with Multiple Projects 769Using Windows Commands 769Viewing All the File Windows at the Same Time 771Hiding and Unhiding Open Windows 772Using the Save Workspace Command 772Comparing Project Versions 773Displaying Tasks from Different Projects in the Same Window 776Using the New Window Command 776Filtering and Sorting Consolidated Projects 778Creating Master Projects 780Combining Projects into One File Using the Insert Project Menu 781Working with Inserted Projects 782Breaking Apart a Large Project Using Inserted Projects 784Master Projects Using Hammock Tasks 784Maintaining Inserted Projects 786Identifying Tasks That Are Inserted Projects 787Creating Links Between Tasks in Separate Projects 788Sharing Resources Among Projects 791Creating the Shared Resource Project 792Using the Resource Pool 792Discontinuing Resource Sharing 795Identifying Resource Pool Links 796Viewing Resource Loads Without Sharing a Pool 796Saving Multiple Files in a Workspace 797Consultants' Tips 798Using Master Files 798How Do I Tell Which Task Is from Which Project When They Have the Same Names? 799Sharing Resources Between Projects 79924 Resolving Resource AllocationProblems 801Understanding How Resource Allocation Problems Occur 801Why Should I Care About Resource Workload Conditions? 802What Is the Problem? 802What Causes Resource Overallocation? 804When Should I Ignore Resource Allocation Problems? 804Visualizing Resource Allocation Conditions 805Resource Max Units, Calendars, and Other Settings 805Team Planner 808Resource Graphs 808Resource Sheet 809Split Views and Windows 811Resource Usage Time-Phased Data 813Groups, Filters, and Sorting Tasks with Resources 814Review Task Relationships 815Strategies for Correcting Resource Allocation Problems 816Process Check: Review Project Scope and Other Business Issues 817Replacing or Adding Resources 817Splitting Tasks 818Linking Tasks 819Adjusting Resource Units 820Using the Level Resources Tools 821Manual Strategies to Correct Resource Allocation Problems 827Consultants' Tips 832Use Team Planner and Manually Scheduled Tasks Where Appropriate 832Establish Guidelines for Resolving Resource Allocation Issues 832Examples of Resource-Leveling Scenarios 832Receiving an "Overallocation Cannot Be Resolved" Warning 833Resource(s) Indicate Overallocation Condition After Leveling 83325 Exporting and Importing ProjectData 835Exchanging Project Files Across Microsoft Project Versions 836Exchanging Project Data with Other Applications 837File Formats Supported by Project 837Working with Import/Export Maps 838Understanding Import/Export Maps 838Reviewing the Predefined Import/Export Maps 840Creating and Using an Export Map 844Creating and Using an Import Map 849Exchanging Data with Microsoft Excel 854Exporting Project Data to an Excel Worksheet 855Exporting Project Data to an Excel PivotTable 859Importing Project Data from the Excel Format 859Working with Web-Enabled Project Data 865Working with Text File Formats 865Exporting Project Data in the Text Formats 865Importing Project Data from Text Formats 868Importing a Task List from Outlook 868Consultants' Tips 872Import/Export as a Legacy Feature Set 872Design the Data Layout Prior to Import/Export 872Using Export/Import Versus Copy/Paste 872Copying and Pasting Using Excel 872Be Aware of Additional Data When Importing/Exporting 872Using the XML Export Will Not Keep Some of the Usage Data 87226 Manipulating Data Using OtherApplications 873Copying Data Between Applications 873Copying Data from Other Applications into Project 875Copying Project Data into Other Applications 877Linking Data Between Applications 879Linking Project Data Fields from External Sources 879Refreshing Linked Data in Project 881Deleting Links to External Sources 883Identifying Tasks or Resources with Links Attached 884Pasting Links to Project Data in Other Applications 884Working with Objects 884Pasting Objects 885Inserting Objects 887Placing Objects into Project 888Pasting Objects in the Gantt Chart View 888Inserting Objects in the Gantt Chart View 889Placing Objects in the Notes Field 893Placing Objects in the Task or Resource Objects Box 893Placing Objects into Other Applications 896Using the Copy Picture Command to Copy a View 897Consultants' Tips 901"Legacy" Features 901File Sizes 901Index 903



